[JulianMorrison]

It's the oil infrastructure that will affect them, because it's global. If that goes away...

[wongarsu]

It won't go away, but there's good chances fuel gets a lot more expensive as production scales back.

[JulianMorrison]

Which is another feedback loop, high cost, shrinking demand, shrinking supply, rising cost.

Also oil has high fixed costs. Stations, tanker trucks, refineries. Fewer customers carrying them means they rise as a percentage of purchase price.